Patrick Dinan is a CFP-designated registered investment advisor at Impact Fiduciary LLC, based in Pasadena, CA, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 174 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Minimum account size requirement is $400,000, accounts below the minimum will pay an annual advisory fee of 1.1%.
Fee Estimator
Contact
Patrick Dinan
Location
21 Miller Alley, Suite 210, Pasadena, CA, 91105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Impact Fiduciary LLC
Previous Registrations
Personal Capital Advisors Corporation
Amerivest Investment Management, LLC
TD Ameritrade, INC.
U.S. Bancorp Investments, INC.
Navy Federal Asset Management, LLC
Federated Investment Counseling
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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